Use case / Free up your time

Win back your week.

Grid takes the slow, low-leverage work that piles up after a client says yes: suitability checks, lender fit, document lists, condition follow-up, and status tracking.

More client time. Less portal time.

Grid app showing active deal tracking

Why it frees time

Every handoff is designed to remove a recurring task.

Fewer tabs, fewer repeated checks, and fewer lender threads stealing the week.

01

Grid does the product and guideline digging.

Grid checks the file against the relevant lender options and returns the shortlist that actually fits, so you can leave the matrix memorization behind.

02

Grid keeps the deal moving after submission.

Conditions, document requests, appraisal questions, and lender follow-ups are handled in the background until something truly needs you or your client.

03

You still see the work at a glance.

Every deal has status, money, and blockers in one place, so the latest change is easy to spot.

Where you stop checking

The work stays visible and out of your inbox.

Use the board to see where every file sits, then let Grid handle the document and condition loops that normally chew through the day.

Grid desktop active deals board
Active dealsevery file by stage
Grid desktop document collection view
Documentsconditions organized by need
Grid app showing document upload flow

Where the hours come from

Admin shrinks because the file is packaged earlier.

Cleaner document lists

Grid tells you what matters for the path the file is actually taking, with generic condition chasing moved out of the way.

Fewer lender restarts

The file is checked before commitment, so obvious mismatches are caught before you burn time on the wrong path.

More selling time

The week opens up for referrals, prospecting, client conversations, and the next deal.

Close more. Chase less.

Hand Grid the next file.

Submit from the LOS you already use. Grid will underwrite, rank, and carry the lender conversation on your behalf.